Financial Consultant

About the Role

If you are looking to transition from sourcing new clients to deepening relationships and creating complex financial plans, this role offers the perfect environment. As a Financial Consultant within Fidelity's Investor Center, you will engage face-to-face with customers to offer guidance and personalized planning. You will leverage an existing client base and institutional feeders of business, allowing you to focus on nurturing long-term connections while extending the firm's brand reach.

Fidelity empowers professional growth, flexibility, and support to enable long-term success for both you and our clients. You will have access to an open architecture product platform and top resources in the financial industry to help you nurture these relationships effectively.

Our Commitment to Your Growth

Fidelity believes in approaching life holistically and investing in its people. We provide comprehensive training in-branch, regionally, nationally, and virtually to ensure you have the tools needed for all aspects of your business. We are committed to your success, ensuring you do not fail due to a lack of training or onboarding. Additionally, our Tuition Reimbursement program supports you in obtaining a degree or professional certifications, such as the CFP, if you do not already possess them.

Application and Hiring Process

Please note that the application window closes when the position is filled or unposted. Fidelity's business is governed by various federal and state laws, including the Securities Exchange Act of 1934 and regulations from self-regulatory organizations like FINRA. These laws may restrict hiring individuals with certain criminal histories.

Equal Opportunity Employer

Fidelity is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, ensuring a fair and supportive environment for all.